Delapan Perusahaan Termasuk BYD Korea Didiskualifikasi dari Program Subsidi Kendaraan Listrik Korea Selatan

South Korea's NEV market is recovering from the slump at year-end 2025, but the current rebound is still dominated by HEVs, rather than being driven solely by BEVs. Although BEV share has rebounded, the sustainability of the recovery remains to be confirmed. For South Korean battery enterprises, it has become difficult to gauge demand recovery simply by relying on domestic EV sales and export data. In contrast, driven by South Korea’s policy demand and utility-scale energy storage projects in North America, ESS is becoming a clearer growth channel.

Korea’s NEV market is recovering from late-2025 weakness, but the rebound remains HEV-led rather than BEV-driven. BEV share has improved, yet the recovery still lacks consistency. For Korean battery makers, domestic EV sales and export data alone are no longer sufficient indicators of demand recovery. ESS, supported by domestic policy demand and North American utility-scale projects, is emerging as a clearer growth channel.

Samsung SDI akan bekerja sama dengan perusahaan teknologi baterai AS, Forge Nano, dalam pembangunan sebuah gigafactory di Carolina Utara. Forge Nano mengumumkan pada 25 Juni waktu setempat bahwa pihaknya telah menandatangani kemitraan strategis dengan Samsung SDI untuk produksi baterai buatan AS. Samsung SDI akan mendukung pembangunan pabrik tersebut, yang memiliki kapasitas tahunan sebesar 3 GWh. Forge Nano akan memulai produksi kontrak sel baterai silinder Samsung SDI mulai tahun 2028.